CapWealth Founder, Chairman and CEO has been selected as one of the top two wealth managers in the state following five consecutive years as #1 in Tennessee. Pagliara has also been ranked a national Top 1,200 Advisor for the eighth time in nine years.
Middle Tennessee-based wealth manager Tim Pagliara, chairman and CEO of independent registered investment advisory firm CapWealth, has been named the second-highest-ranked financial advisor in the state of Tennessee by Barron’s magazine. Pagliara previously occupied the #1 spot in the state for five consecutive years (2012, 2013, 2014, 2015, 2016). Pagliara was also named this year among the nation’s “Top 1,200 Advisors,” the eighth time in nine years (2009, 2010, 2012, 2013, 2014, 2015, 2016). The rankings are published annually by the financial industry magazine and are based on data provided by over 4,000 of the nation’s most productive advisors. Factors include assets under management, revenue generated by the firm’s advisors, regulatory history, quality of practice and philanthropic work.
“Being named amongst the top advisors in the state is an honor for me and my entire team,” Pagliara said. “It affirms our simple but powerful business model: complete client focus. What flows from that focus is investment strategies about which we have great conviction but also which our clients can easily understand, state-of-the-art technology in accurately reporting our clients’ performance and, finally, in a word, trust. Our clients trust us to grow and preserve their families’ financial legacies. It’s an incredible privilege to serve our clients, and we are grateful to have an organization like Barron’s that recognizes firms for what they achieve for their clients.”
Pagliara started his firm in 2000 after nearly 20 years in the financial industry with the goal of serving clients better in two distinct ways: the exclusive use of market-traded securities and an emphasis on accountability and transparency. CapWealth practices Sophisticated Simplicity®, the art of thoroughly understanding a complicated global markets landscape and boiling it down to high-quality, straightforward investment ideas. To provide clients with a clear understanding of their returns and costs, the firm relies upon Provable Integrity™, a proprietary tracking and reporting system utilizing state-of-the-art data-aggregation technology and compliance with the rigorous standards of the Global Investment Performance Standards (GIPS). As a result, CapWealth specializes in preserving, growing and distributing assets over its clients’ lifetimes, backed by performance that can be proven to an auditable certainty.